About
Richard
Richard has over 30 years of industry experience managing client portfolios, conducting economic research, and analyzing equity and bond securities. While at First Financial Trust, Rich chaired the firm’s investment committee, served as senior economist, and managed approximately $100 million in client assets. He also built and managed a multi-asset investment strategy with a demonstrated track record of excellent investment performance. In 2010, Rich was named a Five Star Wealth Manager by Boston Magazine. He is a member of the CFA Institute and Boston Security Analysts Society.
In his spare time, Richard is a father of four children and is very active in the Canton community. He has served on the Finance Committee for the Sage School in Foxboro and was a member of the Galvin Middle School Council. He was a member of Temple Beth Abraham’s Brotherhood and a member of the Wellesley Rotary.
Education and Professional Milestones
-Tufts University - bachelor of arts degree in economics
-Boston University - master of science degree in investment management
-Was vice president and an investment officer at First Financial Trust N.A., a nationally chartered trust bank located in Newton, Massachusetts
-Founded and managed Generic Trading of Philadelphia LLC, a professional trading office, and served as an equity specialist for Dean Witter Reynolds Inc. on the floor of the Boston Stock Exchange
Richard has over 30 years of industry experience managing client portfolios, conducting economic research, and analyzing equity and bond securities. While at First Financial Trust, Rich chaired the firm’s investment committee, served as senior economist, and managed approximately $100 million in client assets. He also built and managed a multi-asset investment strategy with a demonstrated track record of excellent investment performance. In 2010, Rich was named a Five Star Wealth Manager by Boston Magazine. He is a member of the CFA Institute and Boston Security Analysts Society.
In his spare time, Richard is a father of four children and is very active in the Canton community. He has served on the Finance Committee for the Sage School in Foxboro and was a member of the Galvin Middle School Council. He was a member of Temple Beth Abraham’s Brotherhood and a member of the Wellesley Rotary.
Education and Professional Milestones
-Tufts University - bachelor of arts degree in economics
-Boston University - master of science degree in investment management
-Was vice president and an investment officer at First Financial Trust N.A., a nationally chartered trust bank located in Newton, Massachusetts
-Founded and managed Generic Trading of Philadelphia LLC, a professional trading office, and served as an equity specialist for Dean Witter Reynolds Inc. on the floor of the Boston Stock Exchange